Overview
ProductRatingMost Used ByProduct SummaryStarting Price
PandaDoc
Score 9.0 out of 10
N/A
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$19
per user/per month
QuoteWerks
Score 9.2 out of 10
N/A
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders…
$15
per user/per month
Pricing
PandaDocQuoteWerks
Editions & Modules
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
QuoteWerks Standard Edition
$15
per user/per month
QuoteWerks Professional Edition
$20
per user/per month
QuoteWerks Corporate Edition
$29
per user/per month
Offerings
Pricing Offerings
PandaDocQuoteWerks
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
Additional DetailsPandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial.The QuoteWerks license count is based on concurrent usage so while you may have 5 users using it, you may only need to purchase 2 licenses. The QuoteValet license count is based on daily maximum number of unique users. In addition to monthly and annual subscriptions, one-time, up-front purchasing options for edition and realtime licenses are available which include volume pricing discounts. Invest up-front and pay minor maintenance fees annually. Please contact QuoteWerks Sales at sales@quotewerks.com or 407-248-1481 to answer any questions or to obtain a personalized quote.
More Pricing Information
Community Pulse
PandaDocQuoteWerks
Considered Both Products
PandaDoc

No answer on this topic

QuoteWerks
Chose QuoteWerks
The major reason to go with the QuoteWerks was due to pricing as compared to its competitors which involves the production of the sales made easy as well as easy to use in order to work on the production and cloud migration made easy in order to go with it and resolve the …
Top Pros
Top Cons
Features
PandaDocQuoteWerks
CPQ
Comparison of CPQ features of Product A and Product B
PandaDoc
-
Ratings
QuoteWerks
9.3
32 Ratings
8% above category average
Quote sharing/sending00 Ratings9.132 Ratings
Product configuration00 Ratings9.832 Ratings
Configuration options00 Ratings9.432 Ratings
Pricing rules00 Ratings9.026 Ratings
Price adjustment00 Ratings9.432 Ratings
Purchase history and open contracts00 Ratings9.827 Ratings
Guided selling/Sales portal00 Ratings8.921 Ratings
CPQ reporting & analytics00 Ratings8.421 Ratings
CPQ-CRM integration00 Ratings8.727 Ratings
Attachments to quotes00 Ratings9.430 Ratings
Order capturing00 Ratings9.912 Ratings
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Score 9.0 out of 10
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User Ratings
PandaDocQuoteWerks
Likelihood to Recommend
9.0
(308 ratings)
9.5
(48 ratings)
Likelihood to Renew
9.1
(18 ratings)
10.0
(21 ratings)
Usability
8.0
(23 ratings)
9.0
(9 ratings)
Availability
9.1
(4 ratings)
6.0
(5 ratings)
Performance
9.7
(21 ratings)
6.0
(5 ratings)
Support Rating
5.2
(23 ratings)
8.9
(9 ratings)
In-Person Training
-
(0 ratings)
5.0
(1 ratings)
Online Training
-
(0 ratings)
6.0
(1 ratings)
Implementation Rating
6.3
(4 ratings)
9.0
(6 ratings)
Configurability
2.8
(3 ratings)
9.7
(2 ratings)
Ease of integration
9.0
(20 ratings)
9.8
(2 ratings)
Product Scalability
8.6
(4 ratings)
9.0
(3 ratings)
Vendor post-sale
9.9
(20 ratings)
9.9
(2 ratings)
Vendor pre-sale
6.7
(4 ratings)
9.9
(2 ratings)
User Testimonials
PandaDocQuoteWerks
Likelihood to Recommend
PandaDoc
I really appreciate PandaDoc's e-signature capabilities. It is so easy to upload a document, add the text to fill in blank fields, and send the documents to one or multiple other parties for s-signatures. It is so simple to add the signature field, and I love that PandaDoc automatically sends emails after a party has signed. It makes tracking the signature process and progress so much easier!
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Aspire Technologies, Inc.
The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.
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Pros
PandaDoc
  • PandaDoc allows our team to create and send detailed sales proposals and quotes with the use of their templates.
  • The use of collaborative editing is also beneficial because our team is able to have multiple users edit and comment on documents simultaneously.
  • Document tracking is useful because we are able to receive real-time notifications and updates on the proposal process.
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Aspire Technologies, Inc.
  • It offers a robust API Integration with Connectwise Manage as well as several other CRM and accounting packages.
  • It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system.
  • It allows you to integrate rate sheets from your leasing partners for easy leasing options.
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Cons
PandaDoc
  • The automatic snapping of added fields in templates could be toggleable to more easily place fields where they need to be
  • When fields are duplicated, the generated Field IDs can get long (e.g. Text_1, Text_1_1, Text_1_1_1, etc)
  • Loading screens are sometimes long
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Aspire Technologies, Inc.
  • QuoteWerks can be a little clunky at times, but overall is easy to use.
  • QuoteWerks could be a little more visibly attractive, but it gets the job completed.
  • QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.
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Likelihood to Renew
PandaDoc
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
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Aspire Technologies, Inc.
We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features
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Usability
PandaDoc
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
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Aspire Technologies, Inc.
In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.
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Reliability and Availability
PandaDoc
We haven't had any real issues regarding downtime as of yet.
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Aspire Technologies, Inc.
QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.
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Performance
PandaDoc
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
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Aspire Technologies, Inc.
Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.
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Support Rating
PandaDoc
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
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Aspire Technologies, Inc.
Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.
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In-Person Training
PandaDoc
No answers on this topic
Aspire Technologies, Inc.
There is in-person training offered in Orlando, but our company did not want to spend the money.
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Online Training
PandaDoc
No answers on this topic
Aspire Technologies, Inc.
Originally it was weak, but they have really stepped up.
Read full review
Implementation Rating
PandaDoc
Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
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Aspire Technologies, Inc.
I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.
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Alternatives Considered
PandaDoc
To be able to block certain fields within templates and contracts, so that the commercial team can negotiate the rest and adapt them but cannot change those purely legal clauses that should not be negotiated or changed without the approval of the legal department. I also find the design more intuitive
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Aspire Technologies, Inc.
Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.
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Scalability
PandaDoc
It's scalable
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Aspire Technologies, Inc.
We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.
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Return on Investment
PandaDoc
  • It has helped increase our sales productivity by allowing us to get contracts back more quickly.
  • Has helped with employee efficiency in contract writing.
  • It has helped our company find contract writing mistakes before they get to our clients and cause confusion.
  • The one negative would be the increase in costs associated with using this software, which seems to increase each year at renewal.
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Aspire Technologies, Inc.
  • QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements.
  • QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach.
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ScreenShots

PandaDoc Screenshots

Screenshot of Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of Reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of Centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of Document analytics displays what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.

QuoteWerks Screenshots

Screenshot of An example of a QuoteWerks Proposal